Mortimore Francis Kelly

Current Employers

Employment History

• 09/2012 → Present
  Mort Kelly Financial Services, Llc
  New Orleans, LA

Previous Registrations

• 2009-11-09 → 2012-11-07
  Grove Point Investments, Llc
  New Orleans, LA
  Rockville, MD
• 2008-01-16 → 2009-11-03
  Questar Asset Management, Inc.
  New Orleans, LA
• 2002-07-16 → 2004-09-22
  New England Securities
  New Orleans, LA

Other Businesses

Mort Kelly, CLU, RHU: owner of the business conducts personal sales and service of non-variable life and annuity products. Hours related approximately 2 hours per week during investment related hours. Start date: 08/01/1972. Address: 32 Yellowstone Drive, New Orleans, Louisiana 70131. New Orleans Association of Health Underwriters Position: Parliamentarian of the Association. No number of investment related hours. Address: P. O. Box 8765, Metairie, La. 70010. Description: I am invited to board and general membership meetings to ensure that the Officers and Board follow its By-Laws, Robert's Rules of Order, and State Law. I am a licensed parliamentarian who studied Robert's Rules of Order, corporate law, and State Law to ensure compliance with all of the above during the meetings. At this time, I am neither a board member, nor a general member of the Association. I hold no authority over the decisions made by the Board of Directors of the New Orleans Association of Health Underwriters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-20
• S63 Uniform Securities Agent State Law Examination
  1991-10-30

Other Names

• Mortimore Francis Kelly
• Mort Kelly